401(k) · DOL Form 5500 · 2024

S.H. Tevis & Son Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
244
Participants Below avg headcount
67th
Percentile by assets National rank
$69,769
Avg per participant Below avg balance/head
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Official DOL plan name: S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan · Sponsored by S.H. Tevis & Son Inc. · Maryland · Wholesale Trade

$17M in assets, 244 participants

S.H. Tevis & Son Inc.'s S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan reported $17M in total assets and 244 participants in its 2024 DOL Form 5500 filing, ranking in the 67th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,734 in Wholesale Trade (6,080 peers)

Coverage in Maryland

S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan covers 244 participants in Maryland, about 26% of the average Maryland filer (state average ~929 per filing). Assets: $17M.

#3,734
in Wholesale Trade (6,080 peers)
+19.5%
assets growth YoY

S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan's outsized position by total assets

S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$17,023,529 Top 33% higher than 67% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan sits mid-pack in the medium band (244 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan reported participants fell from 284 in the plan year 2023 filing to 244 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 521484304 · S.H. Tevis & Son Inc. PY 2024 · 401(k)

S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan · $17M · 244 · 67th

  • PCT $17M
  • PCT 244
  • PCT 67th
  • PCT 401(k)
  • PCT near Pinnacle Physicians, P.C. 401(k) Profit Sharing Plan
  • PCT ind #3734

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Wholesale Trade retirement plans → · Plans in Maryland →

S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan in the asset neighbourhood

Don Thornton Automotive 401(k) PlanDon Thornton Automotive 401(…$17MViam 401(k) Retirement Plan$17MS.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing PlanS.H. Tevis & Son, Inc. Emplo…$17MPinnacle Physicians, P.C. 401(k) Profit Sharing PlanPinnacle Physicians, P.C. 40…$17MAeries Enterprises, LLC Employees 401(k) Savings PlanAeries Enterprises, LLC Empl…$17M
End-of-year total assets ($M) among S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN521484304
Plan Effective Date1966-06-29
Filing StatusFILING RECEIVED

Sponsor Plan History (S.H. Tevis & Son Inc.)

Sponsor-wide plan assets over time

All S.H. Tevis & Son Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 31.539784390561575% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.9M $17M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 281 $13M
2023 1 284 $14M
2024 1 244 $17M

Nearby 401(k) Plans in Maryland

Peer 401(k) plans, same state, same plan type, ranked by total assets.

S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan, Total assets ($B): 0.017023529 · Participants: 244S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan side-by-side with 3 peers →

S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Pinnacle Physicians, P.C. 401(k) Profit Sharing Plan in PA ($17M); by covered participants it is Cansortium Holdings 401(k) Plan in FL (244 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (244 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan assets move in 2024? ▼
S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan grew sharply - up 19.5% during 2024, from $14M to $17M. Reported net income was $3M.
How have S.H. Tevis & Son Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S.H. Tevis & Son Inc.'s sponsor-wide assets grew 31.5%, from $13M to $17M.
Which 401(k) plans are similar in size to S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pinnacle Physicians, P.C. 401(k) Profit Sharing Plan in PA ($17M, 173 participants).
Which 401(k) plans cover a similar participant headcount to S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cansortium Holdings 401(k) Plan in FL (244 participants, $165K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521484304.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.